Boston-Research--Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  null,
  "GOOGL",
  "AXP",
  "CAT",
  "LOW",
  "DUK",
  null,
  "GD",
  "GIS",
  "HD",
  "HPQ",
  "MCD",
  null,
  "QCOM",
  "ITW",
  "EMR",
  "IJH",
  "ESBA",
  null,
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "GE",
  "GPC",
  "OMC",
  "FAST",
  "IJR",
  "ORCL",
  "PAYX",
  null,
  "IWF",
  null,
  "PEP",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MAS",
  "PPG",
  "IEFA",
  "SNA",
  "RTX",
  null,
  "IBM",
  "SYK",
  "TMO",
  "UPS",
  "VWO",
  "TSCO",
  "AFL",
  "WEC",
  "WM",
  "DHI",
  "AMZN",
  "VEU",
  "USB",
  "VEA",
  "VB",
  "WMT",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "LH",
  "SO",
  "SYY",
  "DIA",
  "NUE",
  "KMB",
  "ADP",
  "BK",
  "BRK-B",
  "BA",
  "BMY",
  "BXP",
  "CVX",
  "CTAS",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "DHR",
  "RSP",
  null,
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 116
Total Value: 402695
Accession Number: 0001259261-25-000005
Form Type: 13F-HR
CIK: boston-research--management
Manager Name: Boston-Research--Management

Data Enrichment

91% identified

106 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $402.7K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287291

Shares:3.6K

Value:$272.0K

% of Portfolio:67.5% ($272.0K/$402.7K)

464287614

IWF|464287614

Shares:722

Value:$260.0K

% of Portfolio:64.6% ($260.0K/$402.7K)

HP INC

HPQ|40434L105

Shares:8.7K

Value:$240.0K

% of Portfolio:59.6% ($240.0K/$402.7K)

464287622

IWB|464287622

Shares:768

Value:$235.0K

% of Portfolio:58.4% ($235.0K/$402.7K)

NUCOR CORP

NUE|670346105

Shares:1.9K

Value:$232.0K

% of Portfolio:57.6% ($232.0K/$402.7K)

LOWES COMPANIES INC

LOW|548661107

Shares:980

Value:$228.0K

% of Portfolio:56.6% ($228.0K/$402.7K)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:4.3K

Value:$224.0K

% of Portfolio:55.6% ($224.0K/$402.7K)

RTX Corp

RTX|75513E101

Shares:1.7K

Value:$221.0K

% of Portfolio:54.9% ($221.0K/$402.7K)

BOEING CO

BA|097023105

Shares:1.3K

Value:$221.0K

% of Portfolio:54.9% ($221.0K/$402.7K)

AMERICAN EXPRESS CO

AXP|025816109

Shares:800

Value:$215.0K

% of Portfolio:53.4% ($215.0K/$402.7K)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:1.8K

Value:$215.0K

% of Portfolio:53.4% ($215.0K/$402.7K)

AFLAC INC

AFL|001055102

Shares:1.9K

Value:$209.0K

% of Portfolio:51.9% ($209.0K/$402.7K)

GENERAL DYNAMICS CORP

GD|369550108

Shares:770

Value:$209.0K

% of Portfolio:51.9% ($209.0K/$402.7K)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:1.9K

Value:$207.0K

% of Portfolio:51.4% ($207.0K/$402.7K)

CLOROX CO /DE/

CLX|189054109

Shares:1.4K

Value:$202.0K

% of Portfolio:50.2% ($202.0K/$402.7K)

Empire State Realty OP, L.P.

ESBA|292102100

Shares:10.8K

Value:$83.0K

% of Portfolio:20.6% ($83.0K/$402.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287291)✕	3.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$272.0K	67.5% ($272.0K/$402.7K)	QoQ -10.81% (-$0) YoY +1.11% (+$0)
(IWFcusip464287614)	722	QoQ -6.47% (-50) YoY -6.47% (-50)	All Managers (Combined)	$260.0K	64.6% ($260.0K/$402.7K)	QoQ -16.12% (-$0) YoY 0.00% (-$0)
HP INC(HPQcusip40434L105)	8.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$240.0K	59.6% ($240.0K/$402.7K)	QoQ -15.19% (-$0) YoY -8.39% (-$0)
(IWBcusip464287622)	768	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$235.0K	58.4% ($235.0K/$402.7K)	QoQ -4.85% (-$0) YoY +6.33% (+$0)
NUCOR CORP(NUEcusip670346105)	1.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$232.0K	57.6% ($232.0K/$402.7K)	QoQ +3.11% (+$0) YoY -39.42% (-$0)
LOWES COMPANIES INC(LOWcusip548661107)	980	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$228.0K	56.6% ($228.0K/$402.7K)	QoQ -5.39% (-$0) YoY -8.43% (-$0)
Yum China Holdings, Inc.(YUMCcusip98850P109)	4.3K	QoQ 0.00% (+0) YoY NEW(+4.3K)	All Managers (Combined)	$224.0K	55.6% ($224.0K/$402.7K)	QoQ +7.69% (+$0) YoY NEW(+$0)
RTX Corp(RTXcusip75513E101)	1.7K	QoQ -5.64% (-100) YoY NEW(+1.7K)	All Managers (Combined)	$221.0K	54.9% ($221.0K/$402.7K)	QoQ +8.33% (-$0) YoY NEW(+$0)
BOEING CO(BAcusip097023105)	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$221.0K	54.9% ($221.0K/$402.7K)	QoQ -3.91% (-$0) YoY -11.60% (-$0)
AMERICAN EXPRESS CO(AXPcusip025816109)	800	QoQ 0.00% (-0) YoY NEW(+800)	All Managers (Combined)	$215.0K	53.4% ($215.0K/$402.7K)	QoQ -9.28% (-$0) YoY NEW(+$0)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	1.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$215.0K	53.4% ($215.0K/$402.7K)	QoQ -12.95% (-$0) YoY -19.47% (-$0)
AFLAC INC(AFLcusip001055102)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$209.0K	51.9% ($209.0K/$402.7K)	QoQ NEW(+$0) YoY NEW(+$0)
GENERAL DYNAMICS CORP(GDcusip369550108)	770	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$209.0K	51.9% ($209.0K/$402.7K)	QoQ +3.46% (+$0) YoY -3.68% (-$0)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$207.0K	51.4% ($207.0K/$402.7K)	QoQ NEW(+$0) YoY NEW(+$0)
CLOROX CO /DE/(CLXcusip189054109)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$202.0K	50.2% ($202.0K/$402.7K)	QoQ -9.41% (-$0) YoY -3.80% (-$0)
Empire State Realty OP, L.P.(ESBAcusip292102100)	10.8K	QoQ 0.00% (-0) YoY NEW(+10.8K)	All Managers (Combined)	$83.0K	20.6% ($83.0K/$402.7K)	QoQ -23.85% (-$0) YoY NEW(+$0)